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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,413 | $105,200+51.5% | $159,4740% | $85,847+85.7% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.0pp | 69.3%+27.6pp |
| Annual return | 15.18% | 45.08%-29.9pp | 263.68%-248.5pp | 318.61%-303.4pp |
| Employer contribution / active EE | $3,424 | $3,319+3.2% | $4,831-29.1% | $2,565+33.5% |
| Participant deferral / active EE | $5,985 | $5,946+0.7% | $7,353-18.6% | $3,952+51.4% |
| Admin fee / account holder | $293 | $6,934-95.8% | $10,802-97.3% | $6,261-95.3% |